We are live on ! Find out more
ADP icon

Automatic Data Processing
ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1076
Summit Financial Group
West Virginia
$498K -$8.06K -50 -1%
VA
1077
Valmark Advisers
Ohio
$498K +$30.3K +188 +5%
NGA
1078
Naples Global Advisors
Florida
$497K -$32.1K -199 -5%
ALAM
1079
Asahi Life Asset Management
Japan
$496K +$585K +3,630 New
CPO
1080
Cerity Partners OCIO
New York
$494K +$30.9K +192 +6%
WI
1081
Wintrust Investments
Illinois
$493K +$166K +1,031 +40%
IWM
1082
IHT Wealth Management
Illinois
$490K -$237K -1,470 -29%
KMWM
1083
Keudell/Morrison Wealth Management
Oregon
$490K -$1.77K -11 -0.3%
MFG
1084
Merit Financial Group
Georgia
$490K +$14.8K +92 +3%
VWM
1085
Venturi Wealth Management
Texas
$488K +$59.3K +368 +12%
GP
1086
Geneva Partners
Wisconsin
$486K -$3.07M -19,024 -84%
ADL
1087
Asset Dedication LLC
California
$485K +$186K +1,153 +49%
CC
1088
Caldera Capital
Texas
$482K +$568K +3,525 New
TSW
1089
Thompson Siegel & Walmsley
Virginia
$481K – – –
CA
1090
Capital Advantage
California
$478K +$161 +1 +0%
HR
1091
Hayden Royal
North Carolina
$475K -$4.19K -26 -0.7%
PPP
1092
Private Portfolio Partners
New Jersey
$474K -$229K -1,424 -29%
GBT
1093
Grove Bank & Trust
Florida
$474K +$125K +778 +29%
MYLI
1094
Meiji Yasuda Life Insurance
Japan
$473K -$140K -870 -20%
VDI
1095
Vaughan David Investments
Illinois
$473K -$4.03K -25 -0.7%
RG
1096
Rikoon Group
New Mexico
$473K +$322 +2 +0.1%
MFW
1097
Meristem Family Wealth
Minnesota
$469K +$13.1K +81 +2%
HA
1098
Hamel Associates
New Jersey
$468K -$181K -1,125 -25%
PNAA
1099
Pictet North America Advisors
Switzerland
$468K – – –
BCM
1100
Brasada Capital Management
Texas
$465K – – –
42 43
44
45 46